Fidelity Tactical Bond ETF
FTBD
14 hedge funds and large institutions have $10.1M invested in Fidelity Tactical Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
17.38% less ownership
Funds ownership: 51.64% → 34.27% (-17%)
38% less capital invested
Capital invested by funds: $16.1M → $10.1M (-$6.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.37M |
| 2 |
BIS
BG Investment Services
Hagatna,
Guam
|
+$230K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$209K |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$202K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
-$6.18M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$2.19M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$115K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.1K |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$3.26K |
FTBD Hedge Fund Activity: Q1 2025 in Review
14 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q1 2025, worth a combined $10.1M — down 38% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FTBD positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $1.37M. The largest seller was KMG Fiduciary Partners, exiting entirely with an estimated $6.18M sold.
- 14 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $10.1M of Fidelity Tactical Bond ETF stock for Q1 2025, down 38% quarter-over-quarter.
- 4 funds opened new Fidelity Tactical Bond ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
- The largest Fidelity Tactical Bond ETF buyer in Q1 2025 was Jane Street, an estimated $1.37M added.
- The largest Fidelity Tactical Bond ETF seller in Q1 2025 was KMG Fiduciary Partners, an estimated $6.18M sold.
Based on aggregated 13F filings for Q1 2025.